Director, General Investment Operations

Job Description:

The Asset Management Compliance, Risk and Business Operations (CRBO) group comprises the following teams: AM Compliance, AM Risk, Business Operations and Strategy, Counterparty Research & Analytics, and Investment Services. The teams work together to support Asset Management’s strategic goals while being the best partner to the business to protect our clients via proactive compliance monitoring, risk oversight and strategic business planning. The team’s key organizational themes are business partnership and stewardship, platform modernization, innovation, and talent development.

With over $800 billion in assets under management, Fidelity Asset Management Solutions (FAMS) is a leading provider of asset allocation solutions for retail and institutional clients. The range of investment solutions includes target date funds, target allocation funds, income and real return strategies, managed volatility strategies, and custom institutional solutions.  Your work will be central to the success of Fidelity, and our strong heritage as a leading provider of asset allocation investment solutions. 

The Role

The Portfolio Services team within Fidelity Asset Management Solutions (FAMS) provides daily support to the investment organization to help ensure the integrity of the operational landscape and serve as a point of contact for investment professionals and FAMS business partners. We do this by taking the lead on new product implementation and product updates, troubleshooting problems, coordinating cross-company initiatives, and driving efficient business processes.

We are looking for someone who is passionate and motivated with a strong desire to support the investment process on behalf of our customers.  We work alongside investment professionals and key business partners to drive efficiency and bring new products and services to our retail and institutional customers.   The Director of Portfolio Services is a leader who demonstrates the ability to manage complex projects, help triage business issues, develop and establish efficient processes, and maintain relationships across the organization in support of critical strategic priorities. The successful candidate will excel in a fast-paced environment, demonstrate the ability to lead complex initiatives, and drive creative solutions.

The Expertise and Skills You Bring

• 7-10 years working experience
• Bachelor’s degree required; master’s degree preferred
• Broad-based Fidelity and/or investment industry experience: experience supporting investment processes, familiarity with middle and back-office investment functions and operations
• Familiarity with Fidelity’s institutional capabilities (FIAM pools / LP’s) 
• Strong project-management skills; can think end-to-end about processes and workflows
• Demonstrated relationship building and influence capabilities
• Excellent written and oral communication skills
• Strong team orientation; commitment to excellence; attention to detail
• Strong interpersonal skills with ability to collaborate with multiple stakeholders

The Successful Candidate will:

• Coordinate and lead cross-company project teams
• Manage programs from inception to completion to meet business goals
• Build & foster strong relationships across multiple internal and external teams (e.g., Legal, Compliance, Treasurer’s Office, Fidelity Fund & Investment Operations (FFIO), Risk, Investment Product, Product Governance, etc.)
• Support business priority changes and new requests
• Partner to develop new investment products, collaborating with Investment Product, portfolio managers, traders, research and distribution partners
• Participate in implementation strategy to enable effective and efficient processes for FAMS products and business functions
• Perform impact assessments and resolve issues
• Develop workflow documentation and desktop procedures

Certifications:

Category:Investment Operations

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.